ResourceOne for Your Bank or Credit Union

ResourceOne is made to integrate with your Financial Institution’s core and is customizable to fit your specific CRM needs.

Imagine being able to have complete insight into a client – their habits, preferences, and current status – as well as predictions of future behavior. ResourceOne does all of this and more. It transforms the way Financial Institutions communicate with clients by giving them the exact information needed to better serve clients and win more business.

With
With access to 9 unique databases, Lead Generator finds you leads that match your most beneficial clients.

Our Clients

Since its founding in 2001, CoreTrac has worked closely with our clients to craft ResourceOne into a CRM solution that satisfies every demand of Banks and Credit Unions.

Over 150 Banks & Credit Unions have benefited from ResourceOne nationwide. These include clients as large as $16 billion in assets, 30 clients with assets greater than $1 billion, and dozens more with assets below $1 billion.